Advisor Group Holdings, Inc. Portfolio Holdings

Advisor Group Holdings, Inc.

  • $42.1 Billion
  • Q1 2025

Advisor Group Holdings, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $42.1 Billion distributed in 14089 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.33B, Ishares Core S&P 500 ETF with a value of $919M, Nvidia Corp with a value of $830M, Invesco Qqq Trust, Series 1 with a value of $758M, and Microsoft Corp with a value of $716M.

Examining the 13F form we can see an increase of $2.29B in the current position value, from $39.8B to 42.1B.

Advisor Group Holdings, Inc. is based out at Phoenix, AZ

Below you can find more details about Advisor Group Holdings, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $42.1 Billion
ETFs: $26.9 Billion
Technology: $4.46 Billion
Financial Services: $2.57 Billion
Consumer Cyclical: $1.53 Billion
Healthcare: $1.24 Billion
Communication Services: $1.15 Billion
Industrials: $1.12 Billion
Consumer Defensive: $1.04 Billion
Other: $1.63 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$298M
$21,000 0.0% of portfolio
15,067
Q1 2025 Added 30.99%
$0
$1.52 Million 0.0% of portfolio
97,988
Q1 2025 Added 13.77%
$4.51M
$3,000 0.0% of portfolio
9,582
Q1 2025 Reduced 32.4%
$21.8B
$0 0.0% of portfolio
-
Q1 2025 Reduced 54.53%
$0
$1.14 Million 0.0% of portfolio
114,929
Q1 2025 Added 29.28%
$27.6M
$0 0.0% of portfolio
100
Q1 2025 New
$40.7M
$18,000 0.0% of portfolio
8,667
Q1 2025 Added 124.71%
$3.28B
$51,000 0.0% of portfolio
1,064
Q1 2025 Reduced 39.13%
$62.4M
$2,000 0.0% of portfolio
2,925
Q1 2025 Added 7.34%
$168M
$23,000 0.0% of portfolio
1,621
Q1 2025 Added 0.5%
$1.29B
$27,000 0.0% of portfolio
1,443
Q1 2025 Added 51.89%
$36.7M
$0 0.0% of portfolio
1,200
Q1 2025 Added 50.0%
$20.8M
$114,000 0.0% of portfolio
32,280
Q1 2025 Added 4.3%
$6.98M
$0 0.0% of portfolio
250
Q1 2025 Reduced 28.57%
$305M
$140,000 0.0% of portfolio
24,633
Q1 2025 Added 3,326.01%

Summary

  • Portfolio
  • No. of Stocks 14,089
  • Current Value $42.1 Billion
  • Prior Value $39.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 727 stocks
  • Additional Purchases 3,638 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2,657 stocks
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